In this week’s Brewin Podcast Ben Gutteridge, Brewin’s Research Director, speaks to Matt Gertken, BCA Research’s Chief Geopolitical Strategist. The subject matter purposefully avoids the Brexit drama given our coverage last week and the fast-moving nature

In this week’s podcast we return to the subject of Brexit as our PM takes the controversial move (at least in some quarters) to suspend Parliament. As always, the conversation concludes with the potential implications for UK investors, though we do take s

In this week’s Brewin Podcast Ben Gutteridge, Brewin’s Research Director, speaks to Will James, the lead manager of ASI’s European Equity Income fund, on the case for investing in Europe. Clearly the news flow has been universally dreadful, but does this

In this week’s podcast Ben Gutteridge, Brewin Research Director, speaks to Guy Foster, Brewin’s Head of Research, in order to share our latest views on both Brexit and Markets. The discussion begins by covering the historic appointment of our new Prime Mi

In this week’s Podcast Ben Gutteridge, Brewin’s Research Director, speaks to Claudia Calich, the lead manager on the M&G Emerging Market Debt fund. The conversation is split into 2 parts with the first section covering the major macro talking points inclu

In this week’s Podcast Ben Gutteridge, Brewin Research Director, speaks to JPMorgan’s Chief Market Strategist, Karen Ward, in a general conversation about the major talking points in markets. Commentary covers the US economic outlook and what this means f

In this week’s Brewin Podcast, Guy Foster, Brewin’s Head of Research, is joined by Ameet Gill, David Cameron’s former director of strategy and partner at Hanbury Strategy. With an insider’s perspective we take the opportunity to review the to the ever-evo

In this week’s Podcast Ben Gutteridge, Brewin Research Director, speaks to Simon Barnard and Will Morgan, the management team behind the (hitherto) success story, Smithson Investment Trust. The conversation restates, succinctly, the key difference and sim

On this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Diana Strandberg of Dodge & Cox on the subject of Value investing. Dodge & Cox may not be a name familiar to many of you, but they are one of the largest and longest standing V

On this week’s Podcast Ben Gutteridge, Brewin Head of Fund Research, speaks to Evy Hambro, the CIO of BlackRock’s Natural Resources desk. The conversation begins with an assessment of the dynamics in the gold price as it touches technical highs before mov